CoPulse Help
Marketing site API Docs Dashboard Start free

Customers

Appointments

Appointments are calendar bookings (site visits, consults, callbacks) tied to contacts. Agents and workflows can collect a slot; the calendar is the operator view.

In the app: Customers → Appointments

Calendar and bookings

CoPulse Customers appointments calendar with booked slots for the project.
Customers → Appointments is the operator calendar. Agents and forms can create the bookings.
CoPulse team calendar in organization scheduling for shared appointment hours.
Team calendar hours control when members show as available on the inbox desk.
CoPulse user profile My availability tab with personal booking link and team weekly hours.
Personal booking links and weekly hours live under Profile → My availability.
  1. Open Customers → Appointments to see scheduled items.
  2. Configure booking links under Settings → Scheduling if you share a public book URL.
  3. Set appointment reminder email under Setup → Customers → Appointments when you use email reminders.
  4. Forms and agents can create appointments — see forms and forms in agents.